Moody's
546 hedge funds and large institutions have $20.8B invested in Moody's in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 180 increasing their positions, 188 reducing their positions, and 49 closing their positions.
36% more call options, than puts
Call options by funds: $54.2M | Put options by funds: $40M
9% more capital invested
Capital invested by funds: $19.2B → $20.8B (+$1.64B)
4% more funds holding in top 10
Funds holding in top 10: 24 → 25 (+1)
0.2% less ownership
Funds ownership: 89.63% → 89.43% (-0.2%)
4% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 188
8% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 49
1% less funds holding
Funds holding: 552 → 546 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$103M |
| 2 |
TCI Fund Management
London,
United Kingdom
|
+$98.5M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$93.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$54.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$87M |
| 2 |
Millennium Management
New York
|
-$57.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$47.1M |
| 4 |
Renaissance Technologies
New York
|
-$46.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$44.7M |
MCO Hedge Fund Activity: Q2 2017 in Review
546 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Moody's (MCO) for Q2 2017, worth a combined $20.8B — up 8.5% from $19.2B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of MCO and 45 opened new positions — a net loss of 4 holders — while 188 trimmed existing stakes and 180 added.
The largest buyer was Fiera Capital (Canada), adding an estimated $103M. The largest seller was Capital Guardian Trust, cutting an estimated $87M.
- 546 institutional investors held Moody's (MCO) as of Q2 2017, down from 552 in Q1 2017.
- Funds reported $20.8B of Moody's stock for Q2 2017, up 8.5% quarter-over-quarter.
- 45 funds opened new Moody's positions in Q2 2017 and 49 closed out, a net change of -4 holders.
- The largest Moody's buyer in Q2 2017 was Fiera Capital (Canada), an estimated $103M added.
- The largest Moody's seller in Q2 2017 was Capital Guardian Trust, an estimated $87M sold.
Based on aggregated 13F filings for Q2 2017.